Redtail CRM
Welcome to our official Redtail CRM feedback forum!
Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!
For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.
2261 results found
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Default 'Notify User' in a Note
Create a Preference to add a Default 'Notify User' setting. This would be limited to users in the same office & would make the process of notifying others of client contact more efficient.
4 votes -
Need ability to Notify team in comments
Not being able to notifiy a user when a task is complete, causes us to open yet another dialog box withing the clients portal causing a lot of unnecessary dialog boxes to filter through.
4 votes -
Disable birthday reminder and other contact reminders when termination date added
Would like the birthday reminder (and any other relevant contact reminders) be disabled once a termination date is entered.
4 votes -
membership
"Linked Contact" should be whatever in "Job Title" unless it's blank then "Employee".
4 votes -
Add client's name to a workflow on the calendar
I have an automated workflow for Client Reviews. When I activate the workflow it simply says Client Review on the calendar. When there are multiple reviews, you have to open each one to see the client you are working on.
4 votes -
Financials - Strategic Allocation
It would be great if we could create our own to match our companies risk tolerance scores
4 votes -
Move or Duplicate the Memberships placement in Redtail
Have "Memberships" in the "Know Your Client" section of Redtail AND on the main contact record page along with "Keywords & Tags, UDFs, Financials, Important Information, Misc Client info". It would be nice when looking at a contact record to easily see who they are in membership or relationship with.
4 votes -
Ooma Integration
Can we get an integration with VOIP provider Ooma, same as we have with Ring Central and other VOIP providers. It would be nice to be able to see the caller ID from our contacts in Redtail on our phones, and it would be nice to see them come up when the ring in.
4 votes -
Client Account Security - Verbal Passcode
If a client wishes to have for us to request a verbal passcode when they call us, it would be handy to have an immediate notification or popup each time that client's profile or accounts are accessed.
4 votes -
past due items
Can we see about allowing a default view for todays items to include past due items?
4 votes -
Thinner "regular" text to differentiate bold text
I think we should make the text in descriptions for workflows a little thinner, so it's easier to differentiate BOLD and unbolded text. In the regular description boxes, activities and notes, it is easy to differentiate, but in workflows, it's a little harder to differentiate what is bolded and what is NOT bolded.
4 votes -
Marking Activities Complete
I would like to have the option to NOT have a note created when an activity is marked complete. It clutters up the notes section.
4 votes -
Have the notes option available for households
In households, have a notes option so we don't have to post the same note on each separate client. This is helpful we we do a household review of accounts or the note item affects all the members of the household.
4 votes -
Household Address Export
We would like to be able to generate an Excel export for households' addresses so that when we are creating mailing labels, we do not have duplicate addresses for both husband and spouse.
4 votes -
Feature Request: Trigger Automation When an Account Changes From $0 Balance to “Funded”
Please add an automation trigger that fires when an account’s balance changes from $0.00 to > $0.00 (“funded”). This would let firms automatically notify staff to contact the client to confirm/celebrate the first funding and kick off next-step tasks.
New client accounts are often created days or weeks before assets arrive (ACATs, contributions, rollovers, etc.). During this gap, all contact data and workflow scaffolding exist, but there’s no native event in Redtail Automations / Workflows that detects the moment funds hit the account. Teams currently rely on manual monitoring or ad-hoc reports, which introduces delays and inconsistency in client communication…
4 votes -
4 votes
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Add logo to Summary Reports
Be able to add/upload our Company Logo to Account Summary Reports
4 votes -
Completed Activities View
When viewing a contact's completed activities it would be great to see not only the start date, but also a column for the date it was completed and what user completed the task.
4 votes -
Please add templates to Opportunities
Please add the template feature here. It would also be nice to be able to search insurance or investment companies we are using for each opportunities. It would make tracking commissions easier.
4 votes -
Save custom calendar filters
We use multiple filters to view admin calendars vs advisor/scheduling calendars and would like to save the filter settings to make it easier to go back and forth between the 2 views. With so many activity types, it is time consuming to find and click all the "types" for a given view.
4 votes
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